Natalia’s aunt recently surprised the couple with a $55,000 investment portfolio — with one catch: no one else in the family ...

Each of our properties are worth over $1 million' "Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%." (Photo subjects are models.) Dear Quentin, I am a ...

Before I started my business 20 years ago, I saved into a workplace pension for about five years but other than that I have ...

CHRISTINE BENZ of Morningstar It might surprise people that my husband and I pay a financial planner, given that I spend a ...

Broadcast Retirement Network's Jeffrey Snyder discusses how retirement committees can evaluate new retirement income products ...

I got a letter from my 401 (k) plan saying "Great news!" and that there's "a new plan benefit offering steady income in retirement." It went on to suggest converting part of my 401 (k) savings into a ...

Amidst rising living costs, financial planners urge Malaysians to start planning for retirement as early as in their 20s.

From Gen Z to Boomers, a new look at workplace retirement plans reveals wide differences in how people contribute—and how ...

Former University of Alabama quarterback AJ McCarron is ending his short-lived campaign for lieutenant governor of Alabama.

Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

With days left before the year closes, taxpayers should be pressing the panic ­button now if they want to secure any ...